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CGN Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

CGN Advisors’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.1M Buy
1,227,129
+48,572
+4% +$1.63M 3% 7
2026
Q1 		$39.5M Sell
1,178,557
-208,799
-15% -$7.06M 3.12% 7
2025
Q4 		$46.9M Buy
1,387,356
+85,559
+7% +$2.9M 3.72% 6
2025
Q3 		$44.1M Buy
1,301,797
+150,282
+13% +$5.06M 3.63% 6
2025
Q2 		$38.7M Buy
1,151,515
+599,771
+109% +$19.9M 3.45% 6
2025
Q1 		$18.3M Buy
551,744
+13,575
+3% +$447K 1.79% 10
2024
Q4 		$17.6M Buy
538,169
+18,763
+4% +$621K 1.71% 13
2024
Q3 		$17.5M Buy
519,406
+74,685
+17% +$2.48M 1.76% 13
2024
Q2 		$14.5M Buy
444,721
+103,286
+30% +$3.35M 1.69% 12
2024
Q1 		$11.2M Sell
341,435
-28,238
-8% -$921K 1.42% 16
2023
Q4 		$12.1M Buy
369,673
+53,467
+17% +$1.7M 1.68% 14
2023
Q3 		$9.94M Buy
316,206
+8,978
+3% +$286K 1.34% 20
2023
Q2 		$9.87M Buy
307,228
+23,164
+8% +$748K 1.42% 17
2023
Q1 		$9.23M Sell
284,064
-23,520
-8% -$759K 1.45% 18
2022
Q4 		$9.79M Buy
307,584
+58,676
+24% +$1.86M 1.72% 13
2022
Q3 		$7.8M Buy
248,908
+6,576
+3% +$214K 1.96% 8
2022
Q2 		$7.91M Buy
242,332
+42,443
+21% +$1.4M 2.23% 5
2022
Q1 		$6.83M Buy
199,889
+28,320
+17% +$992K 1.7% 10
2021
Q4 		$6.2M Buy
171,569
+13,810
+9% +$501K 1.61% 13
2021
Q3 		$5.76M Buy
157,759
+10,264
+7% +$377K 1.88% 12
2021
Q2 		$5.41M Buy
147,495
+30,015
+26% +$1.1M 1.71% 13
2021
Q1 		$4.26M Buy
117,480
+9,428
+9% +$346K 1.53% 19
2020
Q4 		$4.02M Buy
+108,052
New +$3.99M 1.61% 17

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

CGN Advisors's SPIB Position: Q2 2026 in Review

CGN Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.1% in Q2 2026, buying an estimated $1.63M and bringing the position to 1,227,129 shares worth $41.1M. The position accounts for 3% of the portfolio, ranked #7.

CGN Advisors first reported a position in SPIB in Q4 2020 and has held it in 23 quarters since. The position peaked at $46.9M in Q4 2025. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • CGN Advisors held 1,227,129 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $41.1M as of Q2 2026.
  • CGN Advisors bought 48,572 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.63M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3% of CGN Advisors's portfolio in Q2 2026, its #7 holding.
  • CGN Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • CGN Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $46.9M in Q4 2025.
  • 585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.